Create and manage documents linked to deals. Helps sales teams eliminate disputes, prevent unauthorized changes, and maintain agreements.

Chaindoc.io for Pipedrive

Chaindoc.io brings secure, verifiable document workflows directly into Pipedrive. The app enables teams to generate, manage, and track tamper-proof documents linked to deals, contacts, and organizations - ensuring trust, compliance, and transparency throughout the sales process.

With Chaindoc.io, sales teams can create documents that are cryptographically secured and verifiable, helping reduce disputes, prevent unauthorized changes, and provide a clear audit trail for critical agreements. Documents can be attached to Pipedrive records and updated automatically as deals progress.

Key benefits

• Tamper-proof documents – Protect contracts, agreements, and records with cryptographic verification
• Deal-linked documentation – Attach and manage documents directly within Pipedrive deals and contacts
• Auditability & trust – Maintain a clear history of document creation and changes
• Faster sales workflows – Generate and manage documents without leaving Pipedrive
• Compliance-ready – Support internal governance and external compliance requirements

Chaindoc.io is ideal for sales teams that need secure documentation, proof of integrity, and full visibility into their deal-related records - without adding complexity to their CRM workflow.

Installing Chaindoc.io takes less than a minute and requires no setup or payment.

1. Open the Pipedrive Marketplace

• Log in to your Pipedrive account
• Go to Marketplace
• Search for Chaindoc.io

2. Click Install

• Open the Chaindoc app page
• Click the Install button

3. Allow permissions

Pipedrive will ask you to approve access so Chaindoc.io can work with your data (such as Deals and related records).

• Review the requested permissions
• Click Allow & Install

> These permissions are required for the app to function inside your deals.

4. Automatic account creation

After approval:

• You are automatically redirected to the Chaindoc app settings panel
• A free Chaindoc account is created for you during installation
• No registration, configuration, or payment is required

You’re ready to use the app immediately.

Using in your deals

Once installed:

• Open any Deal in Pipedrive
• Find Chaindoc Panel in the deal panel
• Start using our app directly inside your sales workflow